Are you succession ready?

Are you succession ready?

I had the privilege of sharing my succession experience as both a former firm partner and as a succession coach with The American College of Financial Services and Alanah Phillips on the NextGen in 10 podcast.

Give a listen for insights on how to come together-founders and next gen professionals- and create a mutually rewarding outcome.

I’d love to hear your thoughts.  

What challenges are you experiencing or witnessing in relation to your founder or your next gen professionals?

Let’s connect!

Together we’ll discover what you really want for your legacy so that you and your business thrive on this phase of your journey… starting right where you are.

Schedule a Call

 Click here to download our complimentary report– “5 Questions Business Owners Never Ask and Should, to Create a Succession Plan that Works ”